11.10 Cement Morning Post: Panjiang Co., Ltd. plans to build two wind farms; Dialogue: Zhou Yuxian talks about Chinese building materials; 2024 employee skills competition ends

2024-11-10 07:01:17

What is happening in the cement industry?

1、 11.9 Cement Evening News: Panjiang Co., Ltd. plans to build two wind farms

According to the Cement Evening News on November 9, Panjiang Co., Ltd. (600395) plans to invest in two wind farm projects through its holding and wholly-owned subsidiaries, which are located in Shaying Town, Guanling County and Maodong Township, Puding County, respectively, with a total investment of 1,115,185,600 yuan and a total installed capacity of 200 MW. These projects are in line with the relevant national objectives and policies and have good benefits, but there are risks of policy (such as changes in grid access policy) and operation (fluctuations in equipment prices, natural disasters affecting revenue).

2、 Tonight at 21:30 | CCTV Finance and Economics "Dialogue": Zhou Yuxian shares the thinking and practice of China's building materials "link" to the world and expand the "circle of friends"

In the global industrial chain supply chain system, the key is the close and smooth operation of upstream and downstream "gears". China's building materials industry has been working overseas for many years. In the process of internationalization, how to make the industrial chain and supply chain better and stronger has attracted much attention. At 21:30 on November 9, CCTV Finance and Economics "Dialogue", Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Materials, will share his thinking and practice of "linking" the world and expanding the "circle of friends", including relevant measures in the global industrial chain supply chain system, which is worth looking forward to.

3、 2024 "Beibu Gulf Port Cup" Staff Labor Skills Competition and Yufeng Group Staff Job Skills Competition Successfully Ended

On November 8, 2024, the "Beibu Gulf Port Cup" Workers'Labor Skills Competition and Yufeng Group Workers' Job Skills Competition ended in Liuzhou. The leaders of the trade union of the group attended the opening ceremony and observed and guided it. A total of 9 types of work participated in the competition, and 5 cement technology projects were included in the competition for two consecutive years. After three days of competition, the competition ended successfully. At the closing ceremony, the Secretary of the Party Committee of Yufeng Group affirmed that industrial workers are the hardest backbone of the group, emphasized the importance of building a team of industrial skilled workers, put forward the requirements of improving the relevant mechanism of talents, applying the results of competitions and utilizing innovative studios, and encouraged the award-winning workers to bring their enthusiasm back to their posts.

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Correlation

According to foreign media reports, on June 3, Sunnova TEP Developer LLC, a subsidiary of Sunnova Energy, a troubled U.S. residential solar company, filed for bankruptcy protection in the Southern District of Texas on June 1 under Chapter 11 of the U.S. Bankruptcy Code.

2025-06-04 17:51:27

On June 3, Longji Green Energy released a record of investor relations activities. Li Zhenguo, director and then general manager of the company, Liu Xuewen, director and financial officer, and Lu Yi, independent director, participated in the reception and responded to questions about market layout, HPBC2.0 technology progress and capacity planning.

2025-06-04 17:14:57

After the Dragon Boat Festival, the price increase of components advertised by many leading manufacturers has not officially landed.

2025-06-04 15:15:25

The photovoltaic industry, which once took advantage of the "double carbon" Dongfeng to rise, is now in deep winter, and the serious mismatch of production capacity has led to price collapse, enterprise losses, bankruptcy, layoffs and other phenomena. However, under such a difficult background, the deep-seated chill of the market has not stopped the enthusiasm of some local governments to attract investment for photovoltaic projects. Up to now, many parts of the country are still carrying out investment plans to continue to promote the landing of photovoltaic manufacturing projects.

2025-06-04 12:21:15

What is happening in the cement industry?

2025-05-25 07:02:03

In 2024, the western construction [002302] realized business income of 20.347 billion yuan, a decrease of 11.01% over the previous year, and the net profit attributable to shareholders of listed companies was-263 million yuan, a decrease of 140.71% over the previous year.

2025-05-22 17:03:59

The announcement shows that the construction units of Yiyang Hongshan Phase I 60 MW Wind Power Project are Jiangxi Zhongye Xingda Electric Power Industry Co., Ltd. and Yiyang Conch Cement Co., Ltd. of the State Power Investment Group.